Same Payee but on different accounts need to be assigned to different category

barjohn Member
edited February 7 in Managing your Transactions
Example: My wife and I both make many purchases from Amazon.  When it is paid from one of her accounts it is a different category than when it is paid from one of my accounts and even changes based on the account.  All the accounts send the payee as Amazon.  There are other cases where it depends on the account and or the amount of the transaction.  For example: I pay our house cleaner by check and it is nearly always the same amount but I write other checks that are a different but same amount such as mortgage.  The payee always shows as Check# XXXXXXXXX and does not show the payee listed on the check.  I can only differentiate by the dollar amount.

Category rules need to allow for differentiating based on the account and or the amount for the same payee.


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